---
date: 2026-06-14
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-06-14 图片预览

> 图片以较大宽度嵌入，打开本页即可连续浏览；需要原图时点击图片链接或本地资源链接。

## 001. 5121551514118514

- 所属主题：[[topics/018|#风口研报 #滨化股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448588252212)
- 本地资源：[[assets/images/260614_2231__风口研报 _滨化股份__5121551514118514.jpg|5121551514118514]]

![[assets/images/260614_2231__风口研报 _滨化股份__5121551514118514.jpg|1200]]

## 002. 8858228284828852

- 所属主题：[[topics/018|#风口研报 #滨化股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448588252212)
- 本地资源：[[assets/images/260614_2231__风口研报 _滨化股份__8858228284828852.jpg|8858228284828852]]

![[assets/images/260614_2231__风口研报 _滨化股份__8858228284828852.jpg|1200]]

## 003. 8858228284882412

- 所属主题：[[topics/023|#东北 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448581845482)
- 本地资源：[[assets/images/260614_2229__东北 _存储__8858228284882412.jpg|8858228284882412]]

![[assets/images/260614_2229__东北 _存储__8858228284882412.jpg|1200]]

## 004. 5121551514111114

- 所属主题：[[topics/029|#蚂蚁集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221814181852)
- 本地资源：[[assets/images/260614_2227__蚂蚁集团__5121551514111114.jpg|5121551514111114]]

![[assets/images/260614_2227__蚂蚁集团__5121551514111114.jpg|1200]]

## 005. 1525445451555222

- 所属主题：[[topics/031|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221814182142)
- 本地资源：[[assets/images/260614_2227__伊朗__1525445451555222.jpg|1525445451555222]]

![[assets/images/260614_2227__伊朗__1525445451555222.jpg|1200]]

## 006. 4848558582884188

- 所属主题：[[topics/034|#华泰 #日历]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448581854582)
- 本地资源：[[assets/images/260614_2227__华泰 _日历__4848558582884188.jpg|4848558582884188]]

![[assets/images/260614_2227__华泰 _日历__4848558582884188.jpg|1200]]

## 007. 2858228284885151

- 所属主题：[[topics/035|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448581854522)
- 本地资源：[[assets/images/260614_2227__市场__2858228284885151.jpg|2858228284885151]]

![[assets/images/260614_2227__市场__2858228284885151.jpg|1200]]

## 008. 5121551514112514

- 所属主题：[[topics/038|#原材料]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221814185412)
- 本地资源：[[assets/images/260614_2226__原材料__5121551514112514.jpg|5121551514112514]]

![[assets/images/260614_2226__原材料__5121551514112514.jpg|1200]]

## 009. 5121551515551424

- 所属主题：[[topics/066|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551814228428)
- 本地资源：[[assets/images/260614_2126__小光__5121551515551424.jpg|5121551515551424]]

![[assets/images/260614_2126__小光__5121551515551424.jpg|1200]]

## 010. 8858228251145882

- 所属主题：[[topics/096|#风口研报 #呈和科技 #裕同...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221848154811)
- 本地资源：[[assets/images/260614_1948__风口研报 _呈和科技 _裕同__8858228251145882.jpg|8858228251145882]]

![[assets/images/260614_1948__风口研报 _呈和科技 _裕同__8858228251145882.jpg|1200]]

## 011. 5121551528842144

- 所属主题：[[topics/096|#风口研报 #呈和科技 #裕同...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221848154811)
- 本地资源：[[assets/images/260614_1948__风口研报 _呈和科技 _裕同__5121551528842144.jpg|5121551528842144]]

![[assets/images/260614_1948__风口研报 _呈和科技 _裕同__5121551528842144.jpg|1200]]

## 012. 4848558541124458

- 所属主题：[[topics/097|#木林森]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221848152581)
- 本地资源：[[assets/images/260614_1947__木林森__4848558541124458.jpg|4848558541124458]]

![[assets/images/260614_1947__木林森__4848558541124458.jpg|1200]]

## 013. 4848558541151828

- 所属主题：[[topics/098|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221848152582)
- 本地资源：[[assets/images/260614_1947__伊朗__4848558541151828.jpg|4848558541151828]]

![[assets/images/260614_1947__伊朗__4848558541151828.jpg|1200]]

## 014. 4848558541151118

- 所属主题：[[topics/098|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221848152582)
- 本地资源：[[assets/images/260614_1947__伊朗__4848558541151118.jpg|4848558541151118]]

![[assets/images/260614_1947__伊朗__4848558541151118.jpg|1200]]

## 015. 2858228251121111

- 所属主题：[[topics/098|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221848152582)
- 本地资源：[[assets/images/260614_1947__伊朗__2858228251121111.jpg|2858228251121111]]

![[assets/images/260614_1947__伊朗__2858228251121111.jpg|1200]]

## 016. 8858228251121222

- 所属主题：[[topics/099|AI版支付宝，正秘密测试 #...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448515825522)
- 本地资源：[[assets/images/260614_1946_AI版支付宝，正秘密测试 ___8858228251121222.jpg|8858228251121222]]

![[assets/images/260614_1946_AI版支付宝，正秘密测试 ___8858228251121222.jpg|1200]]

## 017. 2858228251121281

- 所属主题：[[topics/100|2026年6月13日讯，近日，交通运输部、国家发展改革委、工业和信息化部等11个部门联合发布《推动新能源重卡规模化应用实施方案》，明确提出到2030年，新能源重]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221848155511)
- 本地资源：[[assets/images/260614_1945_2026年6月13日讯，近日，交通运输部、国家发展改革委、工业和信息化部等11个部门联合发布《推动新__2858228251121281.jpg|2858228251121281]]

![[assets/images/260614_1945_2026年6月13日讯，近日，交通运输部、国家发展改革委、工业和信息化部等11个部门联合发布《推动新__2858228251121281.jpg|1200]]

## 018. 5121551528858524

- 所属主题：[[topics/101|#元器件 #MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551828144448)
- 本地资源：[[assets/images/260614_1945__元器件 _MLCC__5121551528858524.jpg|5121551528858524]]

![[assets/images/260614_1945__元器件 _MLCC__5121551528858524.jpg|1200]]

## 019. 5121551528854154

- 所属主题：[[topics/103|#日历]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221848411221)
- 本地资源：[[assets/images/260614_1944__日历__5121551528854154.jpg|5121551528854154]]

![[assets/images/260614_1944__日历__5121551528854154.jpg|1200]]

## 020. 4848558541155548

- 所属主题：[[topics/115|本期A股流动性数据跟踪，供参考：本周杠杆资金转为净流出，科技方向亦出现净卖出。根据渠道调研，最新一期样本私募仓位处于77%的低位水平。ETF被动资金在4000点]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551828221418)
- 本地资源：[[assets/images/260614_1940_本期A股流动性数据跟踪，供参考：本周杠杆资金转为净流出，科技方向亦出现净卖出。根据渠道调研，最新一期__4848558541155548.jpg|4848558541155548]]

![[assets/images/260614_1940_本期A股流动性数据跟踪，供参考：本周杠杆资金转为净流出，科技方向亦出现净卖出。根据渠道调研，最新一期__4848558541155548.jpg|1200]]

## 021. 8858228251122812

- 所属主题：[[topics/117|#天风 #PCB #载板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221848444412)
- 本地资源：[[assets/images/260614_1939__天风 _PCB _载板__8858228251122812.jpg|8858228251122812]]

![[assets/images/260614_1939__天风 _PCB _载板__8858228251122812.jpg|1200]]

## 022. 4848558541422258

- 所属主题：[[topics/137|#风口研报 #杰华特 #聚飞光...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524882821)
- 本地资源：[[assets/images/260614_1714__风口研报 _杰华特 _聚飞光__4848558541422258.jpg|4848558541422258]]

![[assets/images/260614_1714__风口研报 _杰华特 _聚飞光__4848558541422258.jpg|1200]]

## 023. 1525445428211112

- 所属主题：[[topics/137|#风口研报 #杰华特 #聚飞光...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524882821)
- 本地资源：[[assets/images/260614_1714__风口研报 _杰华特 _聚飞光__1525445428211112.jpg|1525445428211112]]

![[assets/images/260614_1714__风口研报 _杰华特 _聚飞光__1525445428211112.jpg|1200]]

## 024. 5121551528244884

- 所属主题：[[topics/138|#风口研报]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524888481)
- 本地资源：[[assets/images/260614_1713__风口研报__5121551528244884.jpg|5121551528244884]]

![[assets/images/260614_1713__风口研报__5121551528244884.jpg|1200]]

## 025. 4848558541421848

- 所属主题：[[topics/138|#风口研报]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524888481)
- 本地资源：[[assets/images/260614_1713__风口研报__4848558541421848.jpg|4848558541421848]]

![[assets/images/260614_1713__风口研报__4848558541421848.jpg|1200]]

## 026. 4848558541458448

- 所属主题：[[topics/140|#电子布]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524518811)
- 本地资源：[[assets/images/260614_1702__电子布__4848558541458448.jpg|4848558541458448]]

![[assets/images/260614_1702__电子布__4848558541458448.jpg|1200]]

## 027. 2858228251581111

- 所属主题：[[topics/141|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558254244124)
- 本地资源：[[assets/images/260614_1700__白毛__2858228251581111.jpg|2858228251581111]]

![[assets/images/260614_1700__白毛__2858228251581111.jpg|1200]]

## 028. 2858228251581121

- 所属主题：[[topics/142|#G7]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558254244254)
- 本地资源：[[assets/images/260614_1659__G7__2858228251581121.jpg|2858228251581121]]

![[assets/images/260614_1659__G7__2858228251581121.jpg|1200]]

## 029. 2858228251584151

- 所属主题：[[topics/143|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551452425418)
- 本地资源：[[assets/images/260614_1658__OpenAI__2858228251584151.jpg|2858228251584151]]

![[assets/images/260614_1658__OpenAI__2858228251584151.jpg|1200]]

## 030. 1525445428254852

- 所属主题：[[topics/144|#射频]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524545521)
- 本地资源：[[assets/images/260614_1654__射频__1525445428254852.jpg|1525445428254852]]

![[assets/images/260614_1654__射频__1525445428254852.jpg|1200]]

## 031. 8858228251588152

- 所属主题：[[topics/145|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558254254884)
- 本地资源：[[assets/images/260614_1654__美股__8858228251588152.jpg|8858228251588152]]

![[assets/images/260614_1654__美股__8858228251588152.jpg|1200]]

## 032. 2858228251588481

- 所属主题：[[topics/146|天天说日本产业崩溃，实际上日本上市公司利润在连年创新高，日经一路涨也是公司利润高增推动的。这不反常识吗？哪有产业崩溃的国家上市公司利润在一路创新高的？。 日本东]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551452452258)
- 本地资源：[[assets/images/260614_1653_天天说日本产业崩溃，实际上日本上市公司利润在连年创新高，日经一路涨也是公司利润高增推动的。这不反常识__2858228251588481.jpg|2858228251588481]]

![[assets/images/260614_1653_天天说日本产业崩溃，实际上日本上市公司利润在连年创新高，日经一路涨也是公司利润高增推动的。这不反常识__2858228251588481.jpg|1200]]

## 033. 8858228251588212

- 所属主题：[[topics/147|#数字货币]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558254254584)
- 本地资源：[[assets/images/260614_1653__数字货币__8858228251588212.jpg|8858228251588212]]

![[assets/images/260614_1653__数字货币__8858228251588212.jpg|1200]]

## 034. 1525445428255482

- 所属主题：[[topics/148|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448241241482)
- 本地资源：[[assets/images/260614_1653__韩股__1525445428255482.jpg|1525445428255482]]

![[assets/images/260614_1653__韩股__1525445428255482.jpg|1200]]

## 035. 4848558541488858

- 所属主题：[[topics/149|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524524851)
- 本地资源：[[assets/images/260614_1652__伊朗__4848558541488858.jpg|4848558541488858]]

![[assets/images/260614_1652__伊朗__4848558541488858.jpg|1200]]

## 036. 1525445428255452

- 所属主题：[[topics/149|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524524851)
- 本地资源：[[assets/images/260614_1652__伊朗__1525445428255452.jpg|1525445428255452]]

![[assets/images/260614_1652__伊朗__1525445428255452.jpg|1200]]

## 037. 1525445428255412

- 所属主题：[[topics/149|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524524851)
- 本地资源：[[assets/images/260614_1652__伊朗__1525445428255412.jpg|1525445428255412]]

![[assets/images/260614_1652__伊朗__1525445428255412.jpg|1200]]

## 038. 2858228251584141

- 所属主题：[[topics/149|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524524851)
- 本地资源：[[assets/images/260614_1652__伊朗__2858228251584141.jpg|2858228251584141]]

![[assets/images/260614_1652__伊朗__2858228251584141.jpg|1200]]

## 039. 1525445428251882

- 所属主题：[[topics/149|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221524524851)
- 本地资源：[[assets/images/260614_1652__伊朗__1525445428251882.jpg|1525445428251882]]

![[assets/images/260614_1652__伊朗__1525445428251882.jpg|1200]]

## 040. 5121551528211114

- 所属主题：[[topics/150|#炬光科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221524524512)
- 本地资源：[[assets/images/260614_1652__炬光科技__5121551528211114.jpg|5121551528211114]]

![[assets/images/260614_1652__炬光科技__5121551528211114.jpg|1200]]

## 041. 2858228251588511

- 所属主题：[[topics/151|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551455111128)
- 本地资源：[[assets/images/260614_1652__伊朗__2858228251588511.jpg|2858228251588511]]

![[assets/images/260614_1652__伊朗__2858228251588511.jpg|1200]]

## 042. 5121551528211224

- 所属主题：[[topics/152|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558255888424)
- 本地资源：[[assets/images/260614_1651__Anthropic__5121551528211224.jpg|5121551528211224]]

![[assets/images/260614_1651__Anthropic__5121551528211224.jpg|1200]]

## 043. 1525445428255252

- 所属主题：[[topics/152|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558255888424)
- 本地资源：[[assets/images/260614_1651__Anthropic__1525445428255252.jpg|1525445428255252]]

![[assets/images/260614_1651__Anthropic__1525445428255252.jpg|1200]]

## 044. 5121551524841524

- 所属主题：[[topics/153|#亚马逊]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448244885142)
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## 045. 4848558542124588

- 所属主题：[[topics/154|#高盛 #大宗商品 #黄金 #...]]
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## 046. 4848558542124548

- 所属主题：[[topics/155|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221522115221)
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